Kanban is a useful project management technique that aims to manage work by prioritizing tasks and balancing demands according to available capacity. It helps us see our pain points at a glance and make sure we're best utilizing our resources. One of the oldest and most popular techniques, Kanban can be used for a wide range of industries due to its simple structure and flexibility!   

 

Add a Kanban View to a board

To add the Kanban View to your board, click on the option at the top of your board (it will say "Add View" when you hover over it) and select "Kanban".

 

You can also add a new board view by clicking on the three dots in the upper right corner of your screen. Select "Board Power-Ups", "Board Views" and choose "Kanban" from the Views Center:

 

Set up your Kanban View

Set up your Kanban View using the settings menu. Click on the cogwheel icon on the top right of your view to open it up.

• Kanban Column

First things first. Select the Status Columns you want to showcase in your Kanban View in the "Kanban Column" section of Settings. In the example board below, we've selected a Status Column representing the vehicles used for deliveries. 

 

You can also choose to hide certain columns from your Kanban view, to display only the information that you need. Click on the "Hide" button on the top panel of the view. From there you can select or deselect columns by clicking the blue tick-box next to the column name. 

 

 

• Cover Columns

Select one or more Files Columns to be displayed as a cover on your Kanban cards in the "Cover Columns" section. Choose "Crop" or "Fit" as the cover display mode you prefer! 

• Card Columns

Next, select the column information from your board that you'd like to have displayed directly on your Kanban cards so you can see this information at a glance. You can even select a column from your Subitems to display in the card.

• Divide by 

You can also choose to divide your Kanban cards according to different values from your board, such as the board's groups, Status, or Connect Board Columns. Just click the "Divide by" box at the bottom of your Settings menu and select your value of choice!

 

 

• Kanban overview navigational widget

The navigational overview widget presents the relevant distribution of cards in the Kanban view, showing you in the form of a battery which cards have the most items. You can also use the widget to jump to the relevant column by clicking on the colour associated with that column. The overview navigational widget can be found on the top right-hand side of the panel above your Kanban cards. 

 

 

Add new cards

There is no need to toggle between your Kanban and Main Board View —you can create new items directly from your Kanban View! Hover over the top right-hand corner of your card's label and click the "+" that appears. 

 

You can also create a new item by clicking on "New Item" at the top left of your screen. 

 

Edit cards

Edit columns right from your cards 

You can edit the columns displayed on your cards without having to open the pop-up view! Just click on any of the displayed columns to edit the information shown.

 

 

Card actions menu

The card actions menu allows you to perform important actions and edit your items directly from the Kanban view! To access the menu, click the 3-dots at the top right-hand corner of your card. From here, you can, add subitems, archive, delete, move, or duplicate items, and more! 

 

Move cards and columns

• Organize columns

You can change the placement of your Kanban columns by dragging and dropping them so you can organize the order any way you want!

 

• Organize cards

You can change the order of your specific items by dragging and dropping them within or across your columns! This is a great way to visually assess and manage your resources:

 

 

Subitems in Kanban

You now have the option to see all information relating to your items with our subitems in Kanban feature! You can easily see the finer subitem details at a glance without toggling between your Main board view and Kanban!

 

 

Add subitems from the Main board view or directly from the Kanban view! Just click on the Kanban card to add a subitem and customize it as you wish in the subitem pop-up view!

 

 

Task and column limits

You can select a task limit for each Kanban column in order to make sure the amount of tasks don't get out of hand and your team can focus on making progress without getting bogged down with too many tasks.

Click on the three dots on the top right corner of the Kanban card, select Set column limit and choose the maximum number of tasks you want to be included on the specific card. 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.